+13.0%
CVNA vs SW
-2.3%
+15.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.1% |
| 7D | +0.7% | -5.1% | +5.8% | +2.8% |
| 30D | +7.4% | -4.6% | +11.9% | +9.3% |
| 3M | +12.7% | +9.4% | +3.3% | +8.2% |
| 6M | +17.9% | +3.5% | +14.4% | +15.2% |
| YTD | -11.6% | +22.0% | -33.7% | -20.0% |
| 1Y | +0.8% | +2.2% | -1.5% | -2.7% |
| 3Y | +633.4% | +19.6% | +613.8% | +550.4% |
| All | +13.0% | -2.3% | +15.3% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling